Description

Margin Trading Return Simulator (Excel & Monte Carlo Model)

Is margin trading a smart strategy or an unnecessary risk? This Excel simulator helps you visualize the impact of leverage on investment returns by comparing leveraged vs. non-leveraged strategies.

Using a Monte Carlo simulation, this tool models portfolio growth under various market conditions, factoring in margin interest rates, leverage ratios, and volatility.

🔹 Key Features:
✅ Simulate portfolio growth with and without leverage
✅ Test different leverage ratios & see their effect on returns
✅ Monte Carlo analysis for stress-testing margin performance
✅ Excel-based model—easy to use & customizable
✅ Works with real-world market data

💡 Who is this for?
This tool is ideal for:
📈 Traders & investors looking to understand margin trading risks
📊 Finance professionals analyzing leverage strategies
🎓 Students & educators studying portfolio management

🔗 Check current margin rates here → https://ryano.finance/ibkr-margin